A partner in the journey of pursuing your goals.

Nearing Retirement

“If you have built castles in the air, your work need not be lost; that is where they should be. Now put the foundations under them.”
  - Henry David Thoreau

You have been busy with living, and now you realize the urgency in getting organized and creating the proper financial program for your later years. Your focus is on accumulating as much as possible and then making the most efficient transition from your working years to retirement.

We can help with:

  • A transition action plan
  • An investment policy statement
  • Social Security analysis and distribution planning
  • 401(k)s and IRAs
  • Mitigating your tax burden
  • Maintaining your cash flow

Household Review

  • Personal values explored and goals established
  • Distribution planning
  • Re-allocation of assets if appropriate
  • Insurance policies reviewed for purpose and planning
  • Long-term care planning
  • Family involvement; emergency planning
  • Review housing options
  • Rollovers and consolidation
  • Estate checklist and plans
  • Retirement Income Analysis


  • Goal Planning & Monitoring Reports
  • Vault
  • Diagrams of estate plans
  • Team of advisors
  • Semiannual meetings/conference calls
  • Retirement Income Analysis


  • Consolidation of Accounts
  • Trusted Advisor Coordination

Click here to view a sample report

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